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Invesco Financial Preferred ETF
PGF

Overview Fund Activity

178 hedge funds and large institutions have $172M invested in Invesco Financial Preferred ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
50
Reduced
51
Closed
17
Calls
$225K
Puts
$15K
Net Calls
+$210K
Net Calls Change
-$140K

Top Buyers

1
RH
RFG Holdings
Texas
$13.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$2.18M
3
Citadel Advisors
Citadel Advisors
Florida
$689K
4
RSS
Rosenblum Silverman Sutton
California
$443K
5
UBS Group
UBS Group
Switzerland
$6.61M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$30K
2
EW
Evoke Wealth
California
$0
3
Ameriprise
Ameriprise
Minnesota
$3.15M
4
LNC
Lincoln National Corp
Pennsylvania
$0
5
Bank of America
Bank of America
North Carolina
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
126
RFP Financial Group
Georgia
$37.6K – – –
US Bancorp
127
US Bancorp
Minnesota
$30.9K -$12.8K -866 -29%
MFA
128
McClarren Financial Advisors
Pennsylvania
$30K -$4.37M -2,040 -99%
PTC
129
Private Trust Company
Ohio
$29.5K – – –
RFA
130
Register Financial Advisors
Georgia
$29.2K +$457 +31 +2%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$27K -$43.9K -3,010 -62%
JPWM
132
Jamison Private Wealth Management
Georgia
$26K – – –
JFG
133
JDM Financial Group
Texas
$25K +$398 +27 +2%
BFEC
134
Benjamin F. Edwards & Company
Missouri
$25K +$5.36K +360 +27%
CIAS
135
Capital Investment Advisory Services
North Carolina
$24.6K +$118 +8 +0.5%
BAM
136
Byrne Asset Management
New Jersey
$24.5K – – –
KIG
137
Kessler Investment Group
Indiana
$22.2K – – –
TLCM
138
Twin Lakes Capital Management
California
$22.1K – – –
RL
139
Rogco LP
Oklahoma
$21.5K – – –
BAM
140
Bellevue Asset Management
Washington
$21.1K – – –
WP
141
WealthShield Partners
North Carolina
$19.3K – – –
WIM
142
Westside Investment Management
California
$19.1K – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$16.9K +$15 +1 +0.1%
SPIA
144
Steward Partners Investment Advisory
New York
$16.5K – – –
RIL
145
Rothschild Investment LLC
Illinois
$16.2K – – –
BWL
146
Bogart Wealth LLC
Virginia
$15.6K – – –
WT
147
Washington Trust
Rhode Island
$14.7K – – –
PB
148
Pinnacle Bancorp
Nebraska
$14.7K – – –
MMG
149
Monetary Management Group
Missouri
$14.7K – – –
BCWM
150
Bartlett & Co Wealth Management
Ohio
$14K -$118K -8,000 -89%
4 5
6
7 8